Schwab Charles Corp
SCHW- 交易所
- NYSE
- 產業
- Security Brokers, Dealers & Flotation Companies
- SEC CIK
- 0000316709
近 90 天，Schwab Charles Corp 內部人申報 0 筆公開市場買進、29 筆賣出；2026 年第 2 季末有 2,318 家機構在 13F 申報持有，市值合計 $1,338 億；Oakmark（Harris Associates）、維京全球投資等 6 位大師持有。
2024 年第 3 季 13F 持有人
Schwab Charles Corp 在 2024/9/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 1,857
- 較 2024 年第 2 季 −20 家
- 持有股數
- 14.9 億
- 較 2024 年第 2 季 +8,774 萬 (+6.3%)
- 總市值
- $963.3 億
- 較 2024 年第 2 季 −$66.1 億 (−6.4%)
- 新進機構
- 147
- 另有 743 家加碼
- 清倉機構
- 167
- 另有 743 家減碼
另有 22 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 SCHW 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 2,318 | $1,338 億 |
| 2026 年第 1 季 | 2,340 | $1,335 億 |
| 2025 年第 4 季 | 2,329 | $1,455 億 |
| 2025 年第 3 季 | 2,174 | $1,392 億 |
| 2025 年第 2 季 | 2,146 | $1,374 億 |
| 2025 年第 1 季 | 2,030 | $1,191 億 |
| 2024 年第 4 季 | 1,993 | $1,108 億 |
| 2024 年第 3 季 | 1,857 | $963.3 億 |
| 2024 年第 2 季 | 1,899 | $1,104 億 |
| 2024 年第 1 季 | 1,879 | $1,082 億 |
| 2023 年第 4 季 | 1,877 | $1,030 億 |
| 2023 年第 3 季 | 1,740 | $804.7 億 |
| 2023 年第 2 季 | 1,775 | $829.4 億 |
| 2023 年第 1 季 | 1,676 | $770.8 億 |
| 2022 年第 4 季 | 1,626 | $1,299 億 |
| 2022 年第 3 季 | 1,520 | $973.2 億 |
| 2022 年第 2 季 | 1,490 | $842.1 億 |
| 2022 年第 1 季 | 1,567 | $1,128 億 |
| 2021 年第 4 季 | 1,505 | $1,119 億 |
| 2021 年第 3 季 | 1,351 | $953.4 億 |
| 2021 年第 2 季 | 1,345 | $954.7 億 |
| 2021 年第 1 季 | 1,311 | $849.5 億 |
2024 年第 3 季持有機構
每家機構持有 Schwab Charles Corp 的股數、市值與佔組合比重；股數變化跟 2024 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Pacifica Partners Inc. | 1,110 | $7.19 萬 | 0.03% | 00.0% | 不變 |
| Gen-Wealth Partners Inc | 1,025 | $7.29 萬 | 0.03% | +454+79.5% | 加碼 |
| Capital Advisors, Ltd. LLC | 1,122 | $7.30 萬 | 0.01% | −63−5.3% | 減碼 |
| Optimum Investment Advisors | 1,227 | $7.95 萬 | 0.03% | −300−19.6% | 減碼 |
| Wesleyan Assurance Society | 1,250 | $8.10 萬 | 0.01% | 00.0% | 不變 |
| Northwest Capital Management Inc | 1,260 | $8.17 萬 | 0.03% | +5+0.4% | 加碼 |
| Indiana Trust & Investment Management CO | 1,275 | $8.26 萬 | 0.03% | +200+18.6% | 加碼 |
| IMA Wealth, Inc. | 1,276 | $8.27 萬 | 0.02% | +1,276 | 新進 |
| Ramirez Asset Management, Inc. | 1,300 | $8.43 萬 | 0.02% | 00.0% | 不變 |
| Heritage Wealth Advisors | 1,309 | $8.48 萬 | 0.00% | −286−17.9% | 減碼 |
| Northwest Financial Advisors | 1,309 | $8.48 萬 | 0.07% | +1,309 | 新進 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,310 | $8.49 萬 | 0.03% | 00.0% | 不變 |
| Atticus Wealth Management, LLC | 1,327 | $8.60 萬 | 0.03% | −14−1.0% | 減碼 |
| Hemington Wealth Management | 1,256 | $8.80 萬 | 0.02% | +1,256 | 新進 |
| Cranbrook Wealth Management, LLC | 1,360 | $8.81 萬 | 0.02% | −1,870−57.9% | 減碼 |
| Truvestments Capital LLC | 1,362 | $8.83 萬 | 0.02% | +1,362 | 新進 |
| Pension & Wealth Management Advisors, Inc. | 1,381 | $8.95 萬 | 0.05% | +1,381 | 新進 |
| SRS Capital Advisors, Inc. | 1,383 | $8.97 萬 | 0.01% | +506+57.7% | 加碼 |
| ORG Partners LLC | 1,401 | $9.08 萬 | 0.01% | −490−25.9% | 減碼 |
| Davis Capital Management | 1,408 | $9.13 萬 | 0.07% | +850+152.3% | 加碼 |
| Atlantic Trust, LLC | 1,417 | $9.18 萬 | 0.02% | 00.0% | 不變 |
| Vestor Capital, LLC | 1,449 | $9.40 萬 | 0.01% | −205−12.4% | 減碼 |
| MV Capital Management, Inc. | 1,455 | $9.43 萬 | 0.01% | −104−6.7% | 減碼 |
| Barrett & Company, Inc. | 1,514 | $9.81 萬 | 0.04% | −74−4.7% | 減碼 |
| Core Alternative Capital | 1,527 | $9.90 萬 | 0.02% | +135+9.7% | 加碼 |
| Dynamic Wealth Strategies, LLC | 1,535 | $9.90 萬 | 0.08% | +2+0.1% | 加碼 |
| DT Investment Partners, LLC | 1,545 | $10.0 萬 | 0.01% | +299+24.0% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,552 | $10.1 萬 | 0.00% | 00.0% | 不變 |
| AllSquare Wealth Management LLC | 1,559 | $10.1 萬 | 0.06% | 00.0% | 不變 |
| Coppell Advisory Solutions LLC | 1,576 | $10.2 萬 | 0.02% | −314−16.6% | 減碼 |
| Trust Co of Vermont | 1,579 | $10.2 萬 | 0.01% | +73+4.8% | 加碼 |
| Disciplina Capital Management LLC | 1,583 | $10.3 萬 | 0.02% | −260−14.1% | 減碼 |
| Delta Asset Management LLC | 1,590 | $10.3 萬 | 0.01% | 00.0% | 不變 |
| WFA of San Diego, LLC | 1,602 | $10.4 萬 | 0.09% | 00.0% | 不變 |
| Eastern Bank | 1,689 | $10.9 萬 | 0.00% | +1,689 | 新進 |
| City State Bank | 1,710 | $11.1 萬 | 0.04% | 00.0% | 不變 |
| State of Wyoming | 1,717 | $11.1 萬 | 0.02% | +201+13.3% | 加碼 |
| Manchester Capital Management LLC | 1,726 | $11.2 萬 | 0.01% | +97+6.0% | 加碼 |
| SYSTM Wealth Solutions LLC | 1,747 | $11.3 萬 | 3.44% | −84,838−98.0% | 減碼 |
| Acropolis Investment Management, LLC | 1,781 | $11.5 萬 | 0.01% | −2−0.1% | 減碼 |
| Pinnacle Financial Partners Inc | 1,795 | $11.6 萬 | 0.00% | 00.0% | 不變 |
| Hartford Financial Management Inc. | 1,800 | $11.7 萬 | 0.02% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 1,811 | $11.7 萬 | 0.00% | 00.0% | 不變 |
| Mendota Financial Group, LLC | 1,831 | $11.9 萬 | 0.06% | +40+2.2% | 加碼 |
| Harbor Investment Advisory, LLC | 8,004 | $12.1 萬 | 0.01% | −738−8.4% | 減碼 |
| Estabrook Capital Management | 1,895 | $12.3 萬 | 0.02% | 00.0% | 不變 |
| Pflug Koory, LLC | 1,954 | $12.7 萬 | 0.06% | +1,954 | 新進 |
| Concord Wealth Partners | 1,998 | $12.9 萬 | 0.02% | +1,031+106.6% | 加碼 |
| Hilltop National Bank | 2,049 | $13.3 萬 | 0.04% | −48−2.3% | 減碼 |
| Ulland Investment Advisors, LLC | 2,175 | $14.1 萬 | 0.10% | −4,967−69.5% | 減碼 |
| Grove Bank & Trust | 2,177 | $14.1 萬 | 0.02% | −95−4.2% | 減碼 |
| Acadian Asset Management LLC | 2,205 | $14.2 萬 | 0.00% | −37,980−94.5% | 減碼 |
| Bell Investment Advisors, Inc | 2,227 | $14.4 萬 | 0.03% | −23−1.0% | 減碼 |
| Optiver Holding B.V. | 2,230 | $14.5 萬 | 0.00% | −19,445−89.7% | 減碼 |
| Oakworth Capital, Inc. | 2,259 | $14.6 萬 | 0.01% | −119−5.0% | 減碼 |
| JTC Employer Solutions Trusteee Ltd | 2,350 | $15.2 萬 | 0.01% | 00.0% | 不變 |
| Asset Dedication, LLC | 2,389 | $15.5 萬 | 0.01% | +6+0.3% | 加碼 |
| Horizon Bancorp Inc | 2,416 | $15.7 萬 | 0.07% | +790+48.6% | 加碼 |
| Creative Financial Designs Inc | 2,431 | $15.8 萬 | 0.01% | −20−0.8% | 減碼 |
| Cromwell Holdings LLC | 2,470 | $16.0 萬 | 0.10% | −2,269−47.9% | 減碼 |
| Birchbrook, Inc. | 2,481 | $16.1 萬 | 0.09% | −1,104−30.8% | 減碼 |
| Deseret Mutual Benefit Administrators | 2,572 | $16.7 萬 | 0.08% | −66−2.5% | 減碼 |
| Riverview Trust Co | 2,582 | $16.7 萬 | 0.15% | +27+1.1% | 加碼 |
| New Potomac Partners, LLC | 2,700 | $17.5 萬 | 0.09% | +2,700 | 新進 |
| Pinnacle Bancorp, Inc. | 2,725 | $17.7 萬 | 0.05% | −216−7.3% | 減碼 |
| Financial Management Professionals, Inc. | 2,735 | $17.7 萬 | 0.02% | −434−13.7% | 減碼 |
| LRI Investments, LLC | 2,271 | $18.2 萬 | 0.02% | +203+9.8% | 加碼 |
| Rocky Mountain Advisers, LLC | 2,855 | $18.5 萬 | 0.06% | 00.0% | 不變 |
| Cito Capital Group, LLC | 2,875 | $18.6 萬 | 0.07% | +2,875 | 新進 |
| HHM Wealth Advisors, LLC | 2,880 | $18.7 萬 | 0.03% | −15−0.5% | 減碼 |
| Catalyst Capital Advisors LLC | 2,904 | $18.8 萬 | 0.00% | +2,904 | 新進 |
| Kathleen S. Wright Associates Inc. | 2,900 | $18.8 萬 | 0.08% | +104+3.7% | 加碼 |
| Carolinas Wealth Consulting LLC | 2,912 | $18.9 萬 | 0.03% | +10+0.3% | 加碼 |
| Magellan Asset Management Ltd | 2,921 | $18.9 萬 | 0.00% | −219−7.0% | 減碼 |
| First Horizon Advisors, Inc. | 2,965 | $19.2 萬 | 0.01% | −773−20.7% | 減碼 |
| Quent Capital, LLC | 3,002 | $19.4 萬 | 0.02% | +129+4.5% | 加碼 |
| Bruce G. Allen Investments, LLC | 3,010 | $19.5 萬 | 0.15% | +244+8.8% | 加碼 |
| Quarry LP | 3,018 | $19.6 萬 | 0.06% | +1,348+80.7% | 加碼 |
| One River Asset Management, LLC | 3,081 | $19.8 萬 | 0.22% | +3,081 | 新進 |
| MONECO Advisors, LLC | 3,093 | $20.0 萬 | 0.02% | −364−10.5% | 減碼 |
| Sanibel Captiva Trust Company, Inc. | 3,095 | $20.1 萬 | 0.01% | +3,095 | 新進 |
| Bernardo Wealth Planning LLC | 2,798 | $20.1 萬 | 0.05% | −3−0.1% | 減碼 |
| Kestra Investment Management, LLC | 3,116 | $20.2 萬 | 0.01% | +3,116 | 新進 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,122 | $20.2 萬 | 0.03% | −2−0.1% | 減碼 |
| CAP Partners, LLC | 3,122 | $20.2 萬 | 0.15% | +100+3.3% | 加碼 |
| Fielder Capital Group LLC | 3,140 | $20.3 萬 | 0.07% | −39−1.2% | 減碼 |
| Stockman Wealth Management, Inc. | 3,146 | $20.4 萬 | 0.03% | −15−0.5% | 減碼 |
| Redhawk Wealth Advisors, Inc. | 3,148 | $20.4 萬 | 0.03% | −25,817−89.1% | 減碼 |
| Financial Advocates Investment Management | 3,166 | $20.5 萬 | 0.01% | −470−12.9% | 減碼 |
| Whalerock Point Partners, LLC | 3,166 | $20.5 萬 | 0.05% | 00.0% | 不變 |
| Blodgett Wealth Advisors, LLC | 3,167 | $20.5 萬 | 0.17% | +2+0.1% | 加碼 |
| Verdence Capital Advisors LLC | 3,171 | $20.6 萬 | 0.02% | −283−8.2% | 減碼 |
| Kolinsky Wealth Management, LLC | 3,173 | $20.6 萬 | 0.13% | +4+0.1% | 加碼 |
| WealthShield Partners, LLC | 3,174 | $20.6 萬 | 0.03% | −23,554−88.1% | 減碼 |
| CMT Capital Markets Trading GmbH | 3,172 | $20.6 萬 | 0.09% | −584−15.5% | 減碼 |
| Sigma Investment Counselors Inc | 3,199 | $20.7 萬 | 0.01% | 00.0% | 不變 |
| Sierra Summit Advisors LLC | 3,200 | $20.7 萬 | 0.05% | +200+6.7% | 加碼 |
| First Affirmative Financial Network | 3,219 | $20.9 萬 | 0.11% | −200−5.8% | 減碼 |
| Little House Capital LLC | 3,229 | $20.9 萬 | 0.06% | −2,637−45.0% | 減碼 |
| Perennial Investment Advisors, LLC | 3,232 | $20.9 萬 | 0.03% | +20+0.6% | 加碼 |